Investment HQ ٤+

Name: Investment HQ
Rating: 3.7 (3 reviews)
Author: Advisors Excel

Advisors Excel

مصمم لـ iPad

- ٣٫٧ - ٣ من التقييمات

- مجانًا

الوصف

At Investment HQ we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app, the advisor or client can log in to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information, and more.

٥ سبتمبر ٢٠٢٤

الإصدار 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

٣٫٧ من ٥

٣ من التقييمات

Potentially good app

Might be a good app but there is no place to set up user name or password. How’d that get missed??

أوضح المطور Advisors Excel، أن ممارسات خصوصية التطبيق قد تتضمن معالجة البيانات على النحو الموضح أدناه. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.